Atomera(US:ATOM)2021-03-15 11:27MST Technology & Benefits - Mears Silicon Technology (MST®) enhances semiconductors, leading to higher performance, lower power, and lower costs for ICs[5] - MST offers improved efficiency, including higher transistor performance, lower power consumption, and better reliability[7] - MST can lower costs through reduced die size, improved yield, and higher throughput, similar to a node shrink[8] Customer Engagement & Revenue Model - Atomera is engaged with 50% of the world's top semiconductor makers[5,20] - The company utilizes a phased approach to customer engagement, including planning, setup, integration, installation, qualification, and production[17] - Revenue streams include engineering service fees, license fees (integration, manufacturing, distribution), and royalties[17,18] Financials & Opportunity - In 2020, Atomera's GAAP revenue was $0.06 million, with a net loss of $14.9 million[29] - 2021 non-GAAP OPEX guidance is $14.00-14.5 million[21] - A single fab adopting MST could make Atomera profitable from royalties alone[21] - A worldwide average fab with a monthly capacity of 49,000 wafers has an annual revenue potential of $13 million at a 2% royalty rate[22] - A leading foundry 28nm fab with a monthly capacity of 80,000 wafers has an annual revenue potential of $58 million at a 2% royalty rate[22]